13F HOLDINGS REPORT
Firsthand Capital Management, Inc.
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001398344-25-020982
Total Value
$59.6M
Positions
49
Other Managers
0
Confidential Omitted
No
Holdings (49)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ROKU INC | ROKU | 75,000 | $7.5M | 12.61% |
| 2 | PALANTIR TECHNOLOGIES INC | PLTR | 36,000 | $6.6M | 11.02% |
| 3 | NETFLIX INC | NFLX | 4,500 | $5.4M | 9.06% |
| 4 | DOMO INC | DOMO | 250,000 | $4.0M | 6.65% |
| 5 | ROCKET LAB CORP | RKLB | 70,000 | $3.4M | 5.63% |
| 6 | ARISTA NETWORKS INC | ANET | 18,000 | $2.6M | 4.40% |
| 7 | UBER TECHNOLOGIES INC | UBER | 25,000 | $2.4M | 4.11% |
| 8 | OKLO INC | OKLO | 20,000 | $2.2M | 3.75% |
| 9 | TOAST INC | TOST | 60,000 | $2.2M | 3.68% |
| 10 | ROBINHOOD MARKETS INC | 770700102 | 15,000 | $2.1M | 3.61% |
| 11 | SOFI TECHNOLOGIES INC | SOFI | 80,000 | $2.1M | 3.55% |
| 12 | PALO ALTO NETWORKS INC | PANW | 10,000 | $2.0M | 3.42% |
| 13 | BROADCOM INC | AVGO | 5,000 | $1.6M | 2.77% |
| 14 | MONGODB INC | MDB | 5,000 | $1.6M | 2.61% |
| 15 | ZSCALER INC | ZS | 5,000 | $1.5M | 2.52% |
| 16 | BLOOM ENERGY CORP | BE | 15,000 | $1.3M | 2.13% |
| 17 | OKLO INC | OKLO | 10,000 | $1.1M | 1.87% |
| 18 | COHERENT CORP | COHR | 10,000 | $1.1M | 1.81% |
| 19 | QUANTA SERVICES INC | 74762E102 | 2,100 | $870,282 | 1.46% |
| 20 | EQUINIX INC | EQIX | 1,000 | $783,240 | 1.31% |
| 21 | ASPEN AEROGELS INC | ASPN | 90,000 | $626,400 | 1.05% |
| 22 | CORNING INC | GLW | 6,460 | $529,914 | 0.89% |
| 23 | UPSTART HOLDINGS INC | UPST | 10,000 | $508,000 | 0.85% |
| 24 | ABB LTD | ABLZF | 7,000 | $503,650 | 0.85% |
| 25 | FIRST SOLAR INC | FSLR | 2,000 | $441,060 | 0.74% |
| 26 | ON SEMICONDUCTOR CORP | ON | 8,000 | $394,480 | 0.66% |
| 27 | CHEGG INC | CHGG | 260,000 | $392,600 | 0.66% |
| 28 | AXCELIS TECHNOLOGIES INC | ACLS | 4,000 | $390,560 | 0.66% |
| 29 | BWX TECHNOLOGIES INC | BWXT | 2,000 | $368,740 | 0.62% |
| 30 | COINBASE GLOBAL INC | COIN | 1,000 | $337,490 | 0.57% |
| 31 | COMPLETE SOLARIA INC | SPWRW | 150,000 | $264,000 | 0.44% |
| 32 | ITRON INC | ITRI | 2,000 | $249,120 | 0.42% |
| 33 | GE VERNOVA INC | GEV | 400 | $245,960 | 0.41% |
| 34 | ASPEN AEROGELS INC | ASPN | 35,000 | $243,600 | 0.41% |
| 35 | WOLFSPEED INC | WOLF | 7,348 | $210,153 | 0.35% |
| 36 | ORMAT TECHNOLOGIES INC | ORA | 2,000 | $192,500 | 0.32% |
| 37 | MONOLITHIC POWER SYSTEMS INC | 609839105 | 200 | $184,128 | 0.31% |
| 38 | NUSCALE POWER CORP | NU | 5,000 | $180,000 | 0.30% |
| 39 | STMICROELECTRONICS NV | STMEF | 5,000 | $141,300 | 0.24% |
| 40 | KONINKLIJKE PHILIPS NV | RYLPF | 4,962 | $135,264 | 0.23% |
| 41 | HONEYWELL INTERNATIONAL INC | 438516106 | 580 | $122,090 | 0.20% |
| 42 | COURSERA INC | COUR | 10,000 | $117,100 | 0.20% |
| 43 | SOLAREDGE TECHNOLOGIES INC | SEDG | 3,000 | $111,000 | 0.19% |
| 44 | ENPHASE ENERGY INC | ENPH | 3,000 | $106,170 | 0.18% |
| 45 | CARRIER GLOBAL CORP | CARR | 1,000 | $59,700 | 0.10% |
| 46 | ARQ INC | ARQ | 6,800 | $48,688 | 0.08% |
| 47 | CHARGEPOINT HOLDINGS INC | CHPT | 3,000 | $32,760 | 0.05% |
| 48 | ACCELLERON INDUSTRIES AG | 00449R109 | 350 | $29,358 | 0.05% |
| 49 | ORION ENERGY SYSTEMS INC | OESX | 1,400 | $12,236 | 0.02% |